Connor, Clark & Lunn Investment Management (CC&L)’s United Community Banks UCB Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’s Portfolio UCB Stock Details UCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$980K	Buy	+31,106	New	+$1.02M	﹤0.01%	1160
2025 Q3	–	Sell	-13,672	Closed	-$407K	–	1764
2025 Q2	$407K	Sell	13,672 -13,831	-50%	-$384K	﹤0.01%	1305
2025 Q1	$774K	Buy	+27,503	New	+$860K	﹤0.01%	1033
2020 Q1	–	Sell	-19,075	Closed	-$589K	–	1195
2019 Q4	$589K	Buy	+19,075	New	+$576K	﹤0.01%	641
2017 Q2	–	Sell	-25,475	Closed	-$705K	–	969
2017 Q1	$705K	Sell	25,475 -73,100	-74%	-$2.08M	﹤0.01%	559
2016 Q4	$2.92M	Buy	+98,575	New	+$2.47M	0.02%	322
2014 Q3	–	Sell	-25,800	Closed	-$450K	–	585
2014 Q2	$450K	Sell	25,800 -5,500	-18%	-$92.2K	﹤0.01%	406
2014 Q1	$671K	Buy	31,300 +7,700	+33%	+$137K	﹤0.01%	440
2013 Q4	$445K	Buy	+23,600	New	+$391K	﹤0.01%	519

Other funds holding UCB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s UCB Position: Q1 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) opened a new position in United Community Banks (UCB) in Q1 2026: 31,106 shares worth $980K. The stake represents ﹤0.01% of the portfolio and ranks #1160 among its holdings. This is a return to the name: Connor, Clark & Lunn Investment Management (CC&L) previously reported a position in UCB as recently as Q2 2025.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in UCB in Q4 2013 and has held it in 9 quarters since. The position peaked at $2.92M in Q4 2016. 354 funds tracked by Wall St. Rank hold UCB as of Q1 2026.

Connor, Clark & Lunn Investment Management (CC&L) held 31,106 shares of United Community Banks worth $980K as of Q1 2026.
United Community Banks was a new Connor, Clark & Lunn Investment Management (CC&L) position in Q1 2026.
United Community Banks made up ﹤0.01% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q1 2026, its #1160 holding.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in United Community Banks in Q4 2013 and has held it in 9 quarters since.
Connor, Clark & Lunn Investment Management (CC&L)'s United Community Banks position peaked at $2.92M in Q4 2016.
354 funds tracked by Wall St. Rank held United Community Banks as of Q1 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q1 2026, filed 11 May 2026.